How to create a URL in the Rules Engine
Today’s tutorial covers how to create URLs in the Rules Engine. A good use case for this, as I describe in the video, is if you need to tokenize links to multiple Salesforce records in the CTA comments or scorecard comments. In my example, I tokenize links to two Opportunity Products and then include those in the CTA comments.
The guide for how to put these URLs together can be found via this link:
https://www.w3schools.com/tags/att_a_href.asp. The instructions are to use the concatenate formula field in a transformation task, then put in the following code:
<a href=”
hit enter
Input your URL - in my case it was https://na85.salesforce.com/
hit enter
Then tokenize whatever it is you want to link to; in my case the opportunity product ID
hit enter
“>
hit enter
Type in the text you want the link to display; in my case “Link to Product”
hit enter
</a>
hit enter and save
Let me know if you have any questions!